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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1551	Optiver Holding Amsterdam, Netherlands	$47.5M	+$15.2M	4	0.05%	Increased
1552	Goelzer Investment Management Carmel, Indiana	$47.4M	-$781K	6	4.58%	Reduced
1553	Leavell Investment Management Mobile, Alabama	$47.4M	+$1.05M	6	3.63%	Increased
1554	PTB Pioneer Trust Bank Salem, Oregon	$47.4M	-$375K	6	15.33%	Reduced
1555	Knightsbridge Asset Management Newport Beach, California	$47.3M	+$29.4M	5	9.4%	Increased
1556	MAM Morse Asset Management Darien, Connecticut	$47.3M	-$2.87M	4	15.18%	Reduced
1557	PCR Potrero Capital Research San Francisco, California	$47.2M	+$3.67M	4	27.41%	Increased
1558	Shufro Rose & Co New York	$47.1M	+$2.61M	7	4.08%	Increased
1559	GA GFS Advisors Houston, Texas	$47M	+$11.8M	5	10.53%	Increased
1560	Sompo Asset Management Tokyo, Japan	$47M	-$669K	7	11.89%	Reduced
1561	Sabal Trust St. Petersburg, Florida	$46.8M	+$2.22M	6	3.36%	Increased
1562	Hills Bank & Trust North Liberty, Iowa	$46.8M	+$400K	7	7.61%	Increased
1563	AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$46.7M	-$29M	3	53.48%	Reduced
1564	Ameritas Advisory Services Lincoln, Nebraska	$46.7M	+$2.02M	10	2.7%	Increased
1565	Columbus Hill Capital Management Short Hills, New Jersey	$46.6M	-$1.67M	3	19.63%	Reduced
1566	Greenoaks Capital Partners Orinda, California	$46.6M	$0	1	4.37%	Maintained
1567	Portolan Capital Management Boston, Massachusetts	$46.6M	+$2.02M	6	4.69%	Increased
1568	Shikiar Asset Management New York	$46.5M	-$1.01M	3	17.88%	Reduced
1569	RIM Regent Investment Management Louisville, Kentucky	$46.5M	-$690K	6	12.98%	Reduced
1570	CANC Culbertson A N & Co Charlottesville, Virginia	$46.5M	-$33K	6	10.08%	Reduced
1571	Vision Capital Management Portland, Oregon	$46.4M	+$2.25M	3	8.75%	Increased
1572	NAH Neumann Advisory (HK) Central, Hong Kong	$46.4M	$0	2	15.23%	Maintained
1573	Hilton Capital Management Garden City, New York	$46.3M	-$1.22M	4	5.68%	Reduced
1574	Fort Sheridan Advisors Highland Park, Illinois	$46.2M	+$7.18M	7	15.02%	Increased
1575	Private Trust Company Cleveland, Ohio	$46.1M	+$5.77M	20	7.16%	Increased